Warmly Playbooks

Proven strategies and plays for your revenue team to create & close pipeline using Warmly.

Latest Playbooks

The Warmly MCP Playbook: From Anonymous Traffic to Live Pipeline
Advanced
Sales
Marketing

95% of your site visitors are anonymous buyers you already paid for. Warmly de-anonymizes them, engages them with an AI agent, and keeps them in orbit via email, ads, and CRM — until they are ready to buy.

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Pipe Website Visitors and 300+ Signals into Marketo Smart Campaigns
Advanced
Marketing
Sales

Marketo sees 3% of your website traffic. Warmly identifies the other 97% and writes them to Marketo as Leads with chat transcripts, intent signals, buying committee data, and session context attached as custom fields your smart campaigns can act on.

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Run Signal-Triggered LinkedIn Outreach Across Your Buying Committee
Advanced
LinkedIn
Sales

Warmly's AI message generator now writes LinkedIn connection requests and follow-ups through HeyReach, using the same full signal chain as AI Emails. Cover your whole buying committee across both channels from a single orchestration.

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Follow Up Faster with AI-Generated Email Sequences
Advanced
Email
Sales

Stop writing one-size-fits-all follow-up. Let Warmly generate a tailored multi-touch sequence for each contact using chat history, enrichment, CRM context, and intent signals.

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The Warmly MCP Playbook: From Anonymous Traffic to Live Pipeline
Advanced
Sales
Marketing

95% of your site visitors are anonymous buyers you already paid for. Warmly de-anonymizes them, engages them with an AI agent, and keeps them in orbit via email, ads, and CRM — until they are ready to buy.

See Playbook
Pipe Website Visitors and 300+ Signals into Marketo Smart Campaigns
Advanced
Marketing
Sales

Marketo sees 3% of your website traffic. Warmly identifies the other 97% and writes them to Marketo as Leads with chat transcripts, intent signals, buying committee data, and session context attached as custom fields your smart campaigns can act on.

See Playbook
Run Signal-Triggered LinkedIn Outreach Across Your Buying Committee
Advanced
LinkedIn
Sales

Warmly's AI message generator now writes LinkedIn connection requests and follow-ups through HeyReach, using the same full signal chain as AI Emails. Cover your whole buying committee across both channels from a single orchestration.

See Playbook
Follow Up Faster with AI-Generated Email Sequences
Advanced
Email
Sales

Stop writing one-size-fits-all follow-up. Let Warmly generate a tailored multi-touch sequence for each contact using chat history, enrichment, CRM context, and intent signals.

See Playbook
Retarget Your ICP with LinkedIn + Meta Ads
Digital Ads
LinkedIn
Marketing

Use Warmly to automatically push ICP website visitors into LinkedIn and Meta ad audiences, no CSV exports, no guessing.

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Auto-Enrich Every ActiveCampaign Contact with Warmly
Basic
Marketing
Email

Stop staring at blank rows in ActiveCampaign. Connect Warmly once and every new contact gets enriched with job title, seniority, department, LinkedIn, and company data within seconds.

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Lift Inbound Conversion 30% with Your Autopilot Agent
Chat
Sales
Marketing

A live AI sales rep on your website. Gives demos, qualifies prospects, books meetings. Script tag and 30 minutes to deploy. Lifts inbound conversion 30%.

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Keep Your Pipedrive CRM Fresh with High-Intent Leads and AI Enrichment
Advanced
Sales
Marketing

Stop logging blank contacts. Push high-intent website visitors to Pipedrive and auto-enrich every new contact with Warmly real-time data — so reps always have context before the first touch.

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Nobody Leaves: Build a Full-Funnel Orchestration Stack for Your Website
Advanced
Sales
Marketing

How Continu built an 8x pipeline machine by combining Warmly visitor identification, hot page triggers, multi-channel orchestrations, and a custom AI chatbot.

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Go from Zero to Booked Meetings on Your Website in 2 Weeks
Basic
Sales
Chat

How TigerGraph replaced Drift in under two weeks and booked 5 meetings from their website in the first 6 weeks live.

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Deploy an All-Knowing AI SDR That Lives on Your Website
Advanced
Sales
Chat

How Orum saves dozens of SDR hours per week by training Warmly AI Chat to answer prospects 24/7, without pulling reps off the phone.

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Route and Book Chat Visitors Through LeanData BookIt
Basic
Chat
Sales

Connect LeanData BookIt to Warmly chat so your existing routing rules, territories, round-robin, qualification tiers; automatically handle meeting assignment and calendar delivery.

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